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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,137 | $76,371-17.3% | $93,621-32.6% | $72,976-13.5% |
| Participation rate | 76.7% | 71.8%+4.9pp | 75.8%+0.8pp | 69.5%+7.2pp |
| Annual return | 16.26% | 25.82%-9.6pp | 32.76%-16.5pp | 81.02%-64.8pp |
| Employer contribution / active EE | $941 | $2,276-58.7% | $2,719-65.4% | $2,440-61.4% |
| Participant deferral / active EE | $4,224 | $3,538+19.4% | $4,070+3.8% | $3,608+17.1% |
| Admin fee / account holder | $257 | $6,839-96.2% | $7,890-96.7% | $5,124-95.0% |